No-Cost Event at 5th Ward Activity Center Conference Room in La Crosse, WI
Social Security, Medicare and Retirement
Strategies to Help Maximize Your Retirement Income
Event Details
5th Ward Activity Center Conference Room
1231 Hagar St La Crosse Wisconsin 54603, La Crosse, WI 54603
Event Options:
– Tuesday, August 27 at 6:00 p.m. – Thursday, August 29 at 6:00 p.m.
Seating is limited and there is no charge to attend.
Do you have a plan to help maximize your Social Security benefits? Join us for an informative and interactive event at 5th Ward Activity Center Conference Room where we will discuss the following important topics:
- What’s new and changing for Social Security in 2024.¹
- Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
- The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.²
- Claiming strategies & planning techniques to help you get the most out of your Social Security benefits.
- How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
- Little-known claiming strategies and planning techniques to help you maximize your Social Security benefits.
- How properly claiming spousal benefits may increase your lifetime Social Security income.
- How Social Security ties into your overall retirement income plan.
- Common filing mistakes and how to avoid them.
- Survivor Benefits: What they are and how they work.
- And MUCH more!
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for event confirmation purposes. Seating is limited. There is no charge to attend!
Do you have a strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!
Why attend?
This interactive event combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current strategy that will help you understand the best time to take Social Security.
Claiming Your Social Security Benefits at the Wrong Age May Reduce Your Benefits By 57%³
Social Security is one of the most valuable and least understood benefits available to retirees today. Failing to maximize your benefits could potentially leave tens of thousands of dollars on the table.
Join us for an enlightening presentation to learn about the latest strategies to help ensure you’re optimizing your Social Security strategy in conjunction with your overall retirement income and tax strategy. We’ll also talk about strategies to help protect your assets from the impact of market volatility so you don’t outlive your retirement savings.
Meet Your Hosts
Daniel Rundahl, President & Financial Advisor at Rundahl Financial Group
Dan’s mission is to serve others by helping them to first discover and understand their financial and retirement goals and then to help them shape a comprehensive plan to accomplish those goals.
Dan is the father of three beautiful kids, and along with his wife Tara, is a lifelong member of the Bethlehem Lutheran Church in Slater, IA. He has always believed that if you seek to provide service to others and live a life devoted to that service, the Lord will provide the rest.
In his spare time, Dan can be found running on one of Iowa’s beautiful outdoor trails, getting his hands dirty in his garage, or working alongside the family in their garden. They also enjoy their time as a family fishing, camping and spending time with their families and friends.
Dennis Glover, Insurance Agent & Financial Associate at Rundahl Financial Group
Dennis is one of our Insurance Agents and Financial Associate based in La Crosse, Wisconsin. He has a strong passion for helping people plan and invest in their futures and protect their hard-earned assets.
He graduated from the University of Wisconsin-Madison School of Business and has been co-owner of a cat products invention company with his parents for over 10 years. He lived in Sierra Leone, West Africa, for over five years, volunteering his time to help the local people with community building, organization, and financial management.
In his free time, Dennis loves spending time outside hiking, snowboarding, and foraging, and he also enjoys playing his guitar and songwriting. He lives with his beloved cat Rosie and is currently in search of the love of his life with the hopes of starting a family.
Dennis loves meeting new people and will be happy to help you realize your maximum potential in retirement.
© 2024 Your Retirement Reality | Privacy Policy
¹ https://www.ssa.gov/cola/
² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
³ https://www.ssa.gov/oact/quickcalc/early_late.html
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. Licensed Insurance Professional.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.